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Westwood Wealth Management’s BlackRock Short Maturity Municipal Bond ETF MEAR Stock Holding History

Westwood Wealth Management’s Portfolio MEAR Stock Details MEAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,460
Closed -$426K – 85
2025
Q4 		$426K Buy
+8,460
New +$426K 0.32% 65

Other funds holding MEAR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UWPG
Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Westwood Wealth Management's MEAR Position: Q1 2026 in Review

Westwood Wealth Management sold out of BlackRock Short Maturity Municipal Bond ETF (MEAR) in Q1 2026, closing a stake of 8,460 shares — an estimated $426K sold.

Westwood Wealth Management first reported a position in MEAR in Q4 2025 and held it in 1 quarter. The position peaked at $426K in Q4 2025. 217 funds tracked by Wall St. Rank hold MEAR as of Q1 2026.

  • Westwood Wealth Management reported no remaining BlackRock Short Maturity Municipal Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 8,460 BlackRock Short Maturity Municipal Bond ETF shares in Q1 2026, an estimated $426K.
  • Westwood Wealth Management first reported a position in BlackRock Short Maturity Municipal Bond ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's BlackRock Short Maturity Municipal Bond ETF position peaked at $426K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held BlackRock Short Maturity Municipal Bond ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.